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Finance Budget- Blueprint

Tracking your spending and making sure you aren't going over the budget will help you keep everything in line.

Love our systems and want to understand how it works? We’ve broken down all of the parts that make up each component so that everyone has the ability to deconstruct, re-create, and extend their components as they wish.

What’s In This Component?

Each component is made up of databases, which is where the data is stored. Every entry in the database represents a new item of this component.


 

Budget Categories

Properties

💡
How the data is organized. We take advantage of properties to enhance our data definition - so that we can understand more about each entry.
Property Name
Type
Purpose
Relation
Hide Property
Name
Title
/
Always Show
Remaining Balance
Formula
/
Always Show
Target $
Number
/
Always Show
How Close Are We?
Formula
/
Always Show
Spend
Relation
Finance Management
Always Show
Saved to Date
Rollup
- Saved Money - 💰 Saved Amount? - Sum
Always Show
Spent
Rollup
- Spend - Amount - Sum
Always Show
Saved Money
Relation
Daily Quests
Always Show

Templates

💡
How data and properties are auto-filled for common use cases.
Template Name
Properties Auto-Filled
Purpose
/
/
/
 

Synced Views

💡
How the data can be presented for common use cases and distributed across your workspace.
Synced View
Purpose
Views
[Budget Categories] At A Glance
See all your budget categories at a glance.
- Budget Categories (Table)
 

What’s Next?

Fast Track Your Mastery

Learn the principles behind our systems with our 4-week boot camp designed to help you go from zero to hero with being intentional and gamifying your life.

If you'd like a personalized approach, we offer 1-on-1 support with setting up your system from scratch and customization of your system to fit your unique life.


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